Nicolas Baker is a financial advisor with Eagle Strategies (NY Life) in Albuquerque, NM, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been affiliated with Eagle Strategies and several related entities since 2017 and owns Mantis Kung Fu Academy, a martial arts school. He also serves as a board member for the Parker Center for Family Business, a nonprofit focused on family-owned business challenges. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Parrott is a CFP® credentialed financial advisor at OSAIC Advisory Services, LLC with 10 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Waterway Wealth Management, Fidelity Brokerage Services, Thornburg Securities Corp, and Fidelity. He serves as a director for the New Mexico chapter of Folds of Honor, a nonprofit organization that raises funds for educational scholarships. OSAIC Advisory Services, LLC is an SEC-registered firm that provides investment management, financial planning, retirement plan consulting, and related services to a diverse client base, including individuals, institutions, and charitable organizations. The firm delivers advisory services through multiple program models and utilizes a combination of proprietary guidance and third-party platforms.

Michael Albillar is a CFP® with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at The H Group, Inc. and MGM, LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and uses a diversified investment approach that combines passive and active strategies, supported by an internal Investment Committee.

Daniel Cherrin is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates planning services from ongoing discretionary management and acts as adviser to a donor-advised fund within a vertically integrated group that uses affiliated funds.

Jay Livingston is a financial advisor with Eagle Strategies (NY Life) based in Albuquerque, NM, holding Series 63 and Series 65 licenses, and has 27 years of industry experience. He has been a Certified Financial Planner since 2010 and operates JFL Financial P.C., through which he sells New York Life products and brokers non-registered insurance products. Outside of advisory activities, he is a partner in a personal boat ownership LLC, Windward Charters, LLC. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Daniel Serna is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials, with 11 years of industry experience. His prior work includes roles at Primerica Advisors and Gamestop Corp. Outside of his advisory work, he serves as president of the New Mexico Chess Organization and vice president of finance for the US Chess Federation, both community and charitable board positions. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individuals, retirement plans, corporations, and institutional clients. The firm’s advisory services are provided through independent representatives using a combination of custodians, third-party managers, and platform programs, with a notable emphasis on non-discretionary account management.

Muhammad Siddiqui is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at J.P. Morgan Securities and Scotiabank, where he worked for three years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Anthony Caligaris is a financial advisor with Eagle Strategies (New York Life) based in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been affiliated with New York Life and its related entities since 2011. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michelle Phillips is a financial advisor at Allworth Financial, L.P. in Albuquerque, NM, with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at multiple firms, including Horter Investment Management, Oxford Wealth Advisors, and Townsquare Capital. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based and options-overlay approaches, and utilizes technology to manage held-away employer retirement accounts.

Spencer Orr is a financial advisor with First Command Advisory Services in Albuquerque, NM, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Madison Avenue Securities, Mirau Capital Management, LPL Financial, and The Vanguard Group. Outside of finance, he has experience working in the food service industry with Sweet Tooth Desserts and BJ's Brewhouse. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

James Mccullough is a financial advisor with LPL Financial in Albuquerque, NM, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies over a span of 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and a variety of investment strategies.

Jessie Maestas is a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2025, Jessie worked at RBC Capital Markets, LLC for eight years. Jessie also has experience outside finance, including time at The Quarters BBQ and Alan Maestas Law Office. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Jonathan Garton is a financial advisor with OSAIC in Albuquerque, NM, holding the ChFC® and Series 63 designations and having 38 years of industry experience. His prior roles include long tenures at Cue Financial Group, Inc., Foothill Securities, and Securities America, among others. He also owns a sole proprietorship that sells life insurance and fixed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisors and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers and managed account solutions.

Johnny Nuanes is a financial advisor with Edward Jones, holding CFP® and Series 66 designations and six years of industry experience. Prior to joining Edward Jones, he worked at B Riley / National Asset Management, Inc, Morgan Stanley, and Onward Financial, LLC. He is based in Albuquerque, NM. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management with a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Michael Ellis is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 66 and Series 63 licenses and offering 20 years of industry experience. He has been with MassMutual and its subsidiary MML Investors Services since 2006 and 2007, respectively. Outside of advising, Ellis is president-elect and head of the finance committee for the UNM Lobo Club, a nonprofit athletic booster organization. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services, utilizing firm-approved software for goal analysis and offering event-driven planning programs including divorce and estate-settlement planning.

Jenna Farah is a Series 66 licensed financial advisor with three years of industry experience. She is currently with Charles Schwab, having previously worked at MidFirst Bank, Fidelity Investments, Wells Fargo Clearing, and Wells Fargo Bank. Prior to her financial industry roles, she worked at Fortis Gymnastics and Target. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

John Strange is a financial advisor with Mass Mutual Investors Services in Albuquerque, NM, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Metlife Securities and Metlife Financial Services. He serves as a board member of Shepherd of the Valley Presbyterian Church. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and estate settlement services.

Matt Jones is a Financial Consultant at Fidelity Investments, where he has been employed since 2010 in various roles. His current position, which he has held since 2022, involves providing financial planning and investment services to clients. Throughout his tenure at Fidelity Investments, Matt has served in multiple capacities including Planning Consultant, Senior Relationship Manager, Relationship Manager, Financial Representative, and Resolutions Manager. Matt's professional experience spans over a decade in the financial services industry, with a focus on developing strong client relationships and delivering financial confidence and peace of mind. He holds a California Insurance License and has also worked as a Financial Representative with Princor Financial Services Corp and as a Financial Representative and Agent with Principal Life Insurance Company. Outside of his professional work, Matt enjoys family activities, hiking, visiting museums, music, reading, and singing.

Philip Mayo is a financial advisor with RBC Capital Markets in Albuquerque, NM, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, Mayo serves as President of the Faith Lutheran Church Council and holds board positions with the ARCA Foundation, a nonprofit supporting individuals with special needs, and the Foundation for Success, which provides mentorship and tutoring services for students. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that combine in-house and third-party investment management with tailored strategies based on client risk profiles.

Sonia Aquilina is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been working in financial services since 1988, beginning her career as Vice President International Trust Officer in Private Client Services. Since joining Merrill in 2005, Sonia has held roles including International Financial Advisor, Assistant Vice President, Financial Solutions Advisor, Bank Team Financial Advisor, and Senior Financial Advisor. Sonia's expertise covers family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, women and wealth, and individual and corporate investment strategy. She holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma/GED from Pima Community College. Sonia is fluent in both Spanish and English. Residing in Tucson with her husband and two children, Sonia prioritizes giving back to her community. She is actively involved in supporting local business owners and is a member of the Merrill Women’s Exchange and HOLA, the Hispanic/Latino organization for Leadership and Advancement. In her spare time, she enjoys outdoor activities including skiing, traveling, spending time with her family, and watching movies.